Version 19.1

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Version 19.1 was released on 07/02/2019.

Overview of Version 19.1.

Changes by Category

Appointments Module

• Improvements made to appointment search. Pinboard
• Warning message when replacing provider schedules. Schedule Setup.

Chart Module

• Dynamic layout for Chart Module. Chart Layout
• Save button added to Exam Sheets. Exam Sheet
• Commlog types can have color attached. Definitions: Commlog Types
• Patient Dashboard. Patient Dashboard
• Screening sheets allow more procedure codes to be charted via checkbox. Screening Layout
• Pagination system for progress notes. Chart Module

eServices

• Mobile Web operatories show appointment statuses. Mobile Web Operatories
• Offices can assign a local phone number for outgoing text messages. eServices Signup Basic
• Option to discard web forms for a patient. Web Forms Retrieve
• Mobile Web allows access to DoseSpot. Mobile Web Home
• Alert created when webmail is available. Alerts, Secure WebMail Feature
• Web Sched preference to allow double booking appointments. Web Sched New Patient, Web Sched Recall
• Send text message to all patients on schedule for the day. Appointments Module
• Landline texting for Canadian customers. eServices Signup Basic

Insurance

• Ability to delete an ERA. ERA
• ERA's now allowed for the Emdeon Medical clearinghouse. Change Healthcare Medical E-Claims, ERAs
• Enhancements to electronic benefit requests. Electronic Eligibility and Benefits
• Added frequency limitation for number of services per 12 months. Benefits
• Option to replace existing insurance plan by importing a new plan. Import Ins Plan 834
• Claimstream users can send claims to carriers on the Instream network. Claimstream
• Enhancements to DentalXChange attachment service. DentalXChange Attachment
• Canada specific preference for insurance estimates on lab fees. Canada Lab Fees

Reports

• Enhancements to Claims Not Sent report. Claims Not Sent Report
• Clinic abbreviation used in report columns. Reports
• New Report for overpaid procedures. Procedures Overpaid Report
• Added Monthly Production Goal report. Monthly Production Goal Report
• Reactivation list added to Recall. Recall List - Reactivations
• Added permission for New Claim button in Procedures Not Billed to Insurance report. Permissions, Procedures Not Billed to Insurance Report,
• Simplifications made to Insurance Aging report. Insurance Aging Report
• Updated filters on Recall List. Recall List

Manage Module

• Section for notes when editing pay periods. TimeCard
• Dunning Messages for Superfamilies when billing. Dunning Messages
• Enhancements to task lists. Task
• Task lists can be filtered by clinic. Tasks Preferences, Tasks Area
• Enhancements to Transworld integration. TSI Setup

Treatment Plan Module

• Treatment planned procedures marked as Do Not Bill to Ins will show an X in the allowed fee column. Treatment Plan Module
• Second signature box for treatment plans. Sign Treatment Plan

Advanced

• Dynamic mode now allows users to connect to database of a lower or higher version. Choose Database
• Enhancements to Middle Tier. Command Line Arguments, Audit Trail
• Enhancements to FHIR service. API Setup
• FHIR - Newly created procedures always have zero dollar procedure fee. API Setup
• CEMT tool to transfer patients. CEMT Patient Transfer
• CEMT allows connections via dynamic mode. Central Enterprise Management Tool ( CEMT )
• Added error code for crashed table exceptions.
• Income Transfer tool for multiple families. Database Maintenance

Miscellaneous

• Created a Help System. Help Feature
• Integration with Oryx. Oryx Bridge
• Additional clinic overrides for providers. Provider
• Enhanced audit trail for aging. Aging
• Enhancements to limited statements. Statement Window
• New recall type for exams. Recall Types
• 2019 ICD codes added. ICD-10 Codes
• Associate providers with clinics. Provider
• Added distinct payment type for ACH payments for PaySimple. PaySimple, Account Module Preferences
• Preference to allow each user to select their own theme. User Settings, Miscellaneous Setup
• Ability to pause or cancel Global Update Write-off Estimates tool. Fee Tools
• Search feature for Schedule Day Edit. Schedule Edit
• Allow repeating charges to use specific unearned type. Repeating Charge
• Link adjustments to paysplits. Paysplit, Paysplit Revise
• User specific settings for email setup. Email Address Edit
• Laboratories can now be marked as hidden. Laboratories
• Enhancements to billing output files. Billing Defaults, Manage Module Preferences
• Add warning when sending electronic statements for all dates. Billing
• Added filter to billing list for 'Exclude if unsent dental procedures'. Billing
• Keyboard button added to Select Patient window. Select Patient
• Search preferences added for enterprise users. Enterprise Setup
• Preference for enterprise users to disable 'None' appointment view. Enterprise Setup
• PaymentCreate permissions now required for income transfers. Income Transfer Manager